Mirador Capital Partners LP

Q3 2025 13F-HR Holdings

Location
Pleasanton, CA
Holdings as of
9/30/2025
Date filed
10/7/2025
Form type
13F-HR
Num holdings
216
Total value ($000)
$705,381
Net value change ($000)
+89,927 (14.6%)
New positions
20
Sold out positions
4
Turnover %
7.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 1/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BSJR 30,641 NEW
BSJQ 22,651 46.8%
SH 9,286 NEW
GOOGL 8,181 38.7%
CYTK 6,078 127.4%
AAPL 5,474 23.7%
NKE 4,075 69.6%
GOOGL 3,925 42.2%
ABBV 3,540 31.6%
DIS 3,427 1365.3%
Top Reduces (Value $000, Stocks/ETFs)
BSJP -37,814 -68.6%
PHLT -9,599 -99.0%
FORM -3,049 -69.4%
ISRG -2,073 -100.0%
ET -919 -100.0%
LFMD -797 -37.8%
VEEV -554 -28.0%
KKR -538 -4.0%
ARCC -427 -7.7%
KMI -349 -3.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type